Aviva
BN icon

Aviva’s Brookfield BN Stock Holding History

Aviva’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.5M Sell
1,748,863
-10,935
-0.6% -$489K 0.11% 161
2026
Q1 		$71.1M Buy
1,759,798
+35,087
+2% +$1.56M 0.12% 168
2025
Q4 		$79.3M Buy
1,724,711
+88,533
+5% +$4.04M 0.13% 147
2025
Q3 		$74.8M Buy
1,636,178
+52,134
+3% +$2.31M 0.14% 149
2025
Q2 		$65.3M Sell
1,584,044
-5,592
-0.4% -$207K 0.13% 152
2025
Q1 		$55.5M Buy
1,589,636
+222,840
+16% +$8.42M 0.13% 170
2024
Q4 		$52.3M Sell
1,366,796
-25,627
-2% -$965K 0.14% 163
2024
Q3 		$49.3M Buy
1,392,423
+185,385
+15% +$5.85M 0.13% 193
2024
Q2 		$33.5M Buy
1,207,038
+327,913
+37% +$9.13M 0.09% 249
2024
Q1 		$24.5M Buy
879,125
+3,708
+0.4% +$100K 0.08% 286
2023
Q4 		$23.5M Sell
875,417
-4,384
-0.5% -$99.5K 0.08% 283
2023
Q3 		$18.4M Buy
879,801
+228,831
+35% +$5.15M 0.08% 335
2023
Q2 		$14.6M Buy
650,970
+340,996
+110% +$7.23M 0.06% 373
2023
Q1 		$6.73M Sell
309,974
-540,330
-64% -$12.2M 0.03% 514
2022
Q4 		$17.8M Sell
850,304
-50,851
-6% -$1.14M 0.09% 325
2022
Q3 		$20M Sell
901,155
-49,607
-5% -$1.28M 0.12% 239
2022
Q2 		$22.8M Buy
950,762
+97,709
+11% +$2.61M 0.12% 218
2022
Q1 		$26M Buy
853,053
+68,652
+9% +$2.05M 0.13% 174
2021
Q4 		$25.5M Sell
784,401
-133,945
-15% -$4.24M 0.11% 187
2021
Q3 		$26.4M Buy
918,346
+118,854
+15% +$3.47M 0.12% 180
2021
Q2 		$22M Sell
799,492
-32,806
-4% -$840K 0.1% 216
2021
Q1 		$19.8M Sell
832,298
-2,034
-0.2% -$45.4K 0.1% 199
2020
Q4 		$18.4M Sell
834,332
-5,296
-0.6% -$106K 0.1% 205
2020
Q3 		$14.8M Sell
839,628
-25,706
-3% -$459K 0.09% 202
2020
Q2 		$15.2M Sell
865,334
-22,872
-3% -$402K 0.09% 187
2020
Q1 		$13.9M Sell
888,206
-1,067
-0.1% -$22K 0.1% 175
2019
Q4 		$18.3M Buy
889,273
+51,931
+6% +$1.04M 0.11% 164
2019
Q3 		$15.9M Sell
837,342
-38,753
-4% -$702K 0.11% 176
2019
Q2 		$15M Sell
876,095
-943,075
-52% -$16M 0.1% 188
2019
Q1 		$30.2M Sell
1,819,170
-59,538
-3% -$927K 0.2% 112
2018
Q4 		$25.7M Buy
1,878,708
+732,388
+64% +$10.9M 0.19% 119
2018
Q3 		$18.1M Sell
1,146,320
-43,933
-4% -$668K 0.1% 207
2018
Q2 		$17.2M Sell
1,190,253
-16,155
-1% -$231K 0.1% 214
2018
Q1 		$16.7M Sell
1,206,408
-155,765
-11% -$2.25M 0.1% 217
2017
Q4 		$21.2M Sell
1,362,173
-169,237
-11% -$2.56M 0.12% 192
2017
Q3 		$22.6M Sell
1,531,410
-2,158
-0.1% -$30.3K 0.12% 195
2017
Q2 		$21.4M Buy
1,533,568
+3,391
+0.2% +$45.6K 0.12% 197
2017
Q1 		$19.8M Sell
1,530,177
-98,735
-6% -$1.25M 0.11% 205
2016
Q4 		$19.1M Buy
1,628,912
+73,953
+5% +$902K 0.11% 204
2016
Q3 		$19.5M Buy
1,554,959
+44,866
+3% +$549K 0.12% 203
2016
Q2 		$17.8M Buy
1,510,093
+173,799
+13% +$2.08M 0.12% 197
2016
Q1 		$16.3M Buy
1,336,294
+21,132
+2% +$228K 0.12% 182
2015
Q4 		$14.5M Buy
1,315,162
+32,602
+3% +$383K 0.11% 208
2015
Q3 		$14.1M Sell
1,282,560
-25,150
-2% -$293K 0.12% 201
2015
Q2 		$16.1M Buy
1,307,710
+4,939
+0.4% +$62.9K 0.11% 206
2015
Q1 		$16.3M Buy
1,302,771
+301,819
+30% +$3.74M 0.11% 206
2014
Q4 		$11.8M Sell
1,000,952
-6,108
-0.6% -$68.7K 0.09% 250
2014
Q3 		$10.6M Buy
1,007,060
+6,493
+0.6% +$69.9K 0.08% 262
2014
Q2 		$10.3M Sell
1,000,567
-7,774
-0.8% -$77.8K 0.08% 282
2014
Q1 		$9.61M Buy
1,008,341
+45,554
+5% +$415K 0.08% 284
2013
Q4 		$8.69M Buy
962,787
+38,946
+4% +$354K 0.07% 296
2013
Q3 		$8.08M Buy
923,841
+191,917
+26% +$1.64M 0.07% 299
2013
Q2 		$6.19M Buy
+731,924
New +$6.27M 0.06% 310

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Aviva's BN Position: Q2 2026 in Review

Aviva reduced its Brookfield (BN) stake by 0.62% in Q2 2026, selling an estimated $489K and leaving 1,748,863 shares worth $74.5M. The position accounts for 0.11% of the portfolio, ranked #161.

Aviva first reported a position in BN in Q2 2013 and has held it in 53 quarters since. The position peaked at $79.3M in Q4 2025. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Aviva held 1,748,863 shares of Brookfield worth $74.5M as of Q2 2026.
  • Aviva sold 10,935 Brookfield shares in Q2 2026, an estimated $489K.
  • Brookfield made up 0.11% of Aviva's portfolio in Q2 2026, its #161 holding.
  • Aviva first reported a position in Brookfield in Q2 2013 and has held it in 53 quarters since.
  • Aviva's Brookfield position peaked at $79.3M in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.